Claims Management Software

Bid farewell to manual data entry challenges

Utilizing multiple layers of AI technology, Esker captures data from emails and documents, enriching claims with accurate information and putting an end to manual data entry! Constructed using a suite of technologies emulating human intelligence, Esker Synergy AI extracts data from customer-supporting documents such as credit note requests, receiving discrepancy notices or emails bodies.

Esker Synergy captures essential header information (claim reference, customer name, amount or order number) and line details (products, quantities or prices).

Accuracy is continuously improved over time as Esker Synergy automatically adjusts to layout changes and incorporats insights from user corrections.

Validate or contest claims rapidly & accurately

Esker incorporates a pre-set multi-level approval workflow into the solution, tailored to the claim type (logistics or price-related) and amount. This enables users from different departments to examine and either approve or challenge customer claims (supply chain reps for matters related to delivered products, sales reps for issues pertaining to price discrepancies, etc.).

Easily adapted to specific requirements, users within the workflow can enhance the claim case with extra information and associated documents, as well as add other colleagues to the claim workflow as needed. Furthermore, by connecting the customer claim with the associated internal documents such as order, invoice or delivery note, employees can easily retrieve all necessary information, facilitating prompt and precise approval or dispute resolution for claims.

Automating the creation of credit notes

Esker's solution seamlessly integrates with any ERP system through the Esker Connectivity Suite that offers various options for ERP integration, including middleware, APIs, or managed file exchange. This simplifies the process of implementing a solution in a hybrid ERP environment.

When used in Esker Claims Management, the integration capabilities generate claims from customers’ short payments, facilitating the tracking and subsequent investigation of those claims by CSRs. Once claims are resolved or approved within Esker's solution workflow, they can be automatically recorded in the ERP system as a credit note or on a general ledger account.

Improved communication converges with enhanced collaboration

CSRs can easily add participants to a claim, facilitating informal information gathering without having to navigate through formal approval workflows. Internal conversations are visible to all contributors directly on the claim.

Users can also engage with customers, clarifying or disputing claims using external conversations. Pre-built email templates are available to help ensure effective and consistent communication while adding a personal touch. Customers’ answers are automatically attached to the claim for clarity and information retention.